Hi, I’m Jim Scally, Managing Partner at Heritage.
It’s always rewarding to receive a referral – especially from someone who has experienced first-hand our meticulous, highly personal approach to helping people manage their wealth. I hope we can do the same for you. Please call me anytime at 781-255-0214, email me at firstname.lastname@example.org or schedule an initial conversation on my calendar.
You can learn more about me here.
Our website has a lot of great information to help you decide whether Heritage is the right fit for you. Some recommended landing spots are: